Transforming Pipeline Development: Adopting a Data-Driven, Automated Approach
This presentation will describe the combined efforts of the Prospect Development and the Advancement Systems teams at the University of St. Thomas in Minnesota to adopt a more data-driven and automated approach to prospect pipeline development for major gifts fundraising. It will describe our previous approach to pipeline development work, our motivation for a more efficient and transparent approach, and lessons learned in the process of implementing these new processes and systems. Topics covered include the methods used to systematize prospect pipeline elements such as prospect capacity, quality, and interest areas; dashboards created to visualize, filter, and display the pipeline and constituency; ways that these new systems are being used to prepare and deliver new prospects; and dashboards employed to track pipeline movement.